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Financial Aspects - Financial planning in a dynamic world (Paul Saad/Collabria Capital)
Life move's pretty fast-Is your financial plan keeping pace? Welcome to The Financial Aspects Podcast Series, where your host Paul Saad will take a fresh approach to help you explore and navigate critical financial issues, in order to maximize your return on life. Paul is a Financial Planner from the San Francisco Bay Area. For more information about Paul, check out www.collabriacapital.com. We thank you all for listening, and stay tuned for our latest episode on our website.Collabria Capital, Inc. is a registered investment adviser offering advisory services in the State of California and in other jurisdictions where exempt from registration.
Financial Aspects - Financial planning in a dynamic world (Paul Saad/Collabria Capital)
ESG and SRI Investing Strategies - Doing Well by Doing Good (Feat. Jenny Coombs)
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Paul Saad (Feat. Jenny Coombs)
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Season 4
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Episode 4
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Paul talks with Jenny Coombs (Associate professor at the College for Financial Planning) about the increasingly popular investment trend known as Sustainable Responsible Investing (SRI). We cover definitions of the terminology, history & trends, investor profiles, and much more.